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Executive Assistant to Financial Advisor
Job in
Rancho Cucamonga, San Bernardino County, California, 91739, USA
Listed on 2026-07-16
Listing for:
Summit Solutions
Part Time
position Listed on 2026-07-16
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Summit Solutions is seeking an organized Executive Assistant to work directly with a Financial Advisor, providing personalized administrative and operational support. You will coordinate daily activities, manage client communications, oversee scheduling, and move key projects forward, enabling the advisor to focus on clients.
This role requires meticulous attention to detail, proactive problem solving, and the ability to build strong working relationships.
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